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Joshua K
Series 63, Series 65
Indianapolis, IN
Wells Fargo Advisors
Joshua Karwowski is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked within the Wells Fargo organization since 2009 across various affiliates. Outside of his advisory role, he serves as a power of attorney and executor for family members. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by proprietary research and tools, with flexible implementation options through brokerage or advisory programs.
Cameron C
Series 63, Series 65
Indianapolis, IN
Wells Fargo Advisors
Cameron Cefali is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 65 registrations. He has 39 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also a 50% owner of Keystone Wealth & Investment Management LLC and owns FCC15 LLC, both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.
Cheri M
Series 63
Indianapolis, IN
Wells Fargo Advisors
Cheri Moschell is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds a Series 63 designation and has worked at various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net‑worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.
Clayton H
Series 63, Series 66
Indianapolis, IN
Wells Fargo Advisors
Clayton Haisley is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He previously spent 10 years at Charles Schwab before joining Wells Fargo in 2025. Outside of his advisory role, he serves as an arbitrator in Washington, DC, and is the vice-president of a homeowners association in Richmond, IN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.
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